This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| STRATEGIC ROADMAP BALANCED FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 268 | Common Collective Trust | $2.6M | 44.8% |
| STRATEGIC ROADMAP GROWTH FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 270 | Common Collective Trust | $2.4M | 41.9% |
| STRATEGIC ROADMAP AGGRESSIVE FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 267 | Common Collective Trust | $286K | 5.0% |
| STRATEGIC ROADMAP CONSERVATIVE FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 269 | Common Collective Trust | $256K | 4.5% |
| STRATEGIC ROADMAP MODERATE FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 271 | Common Collective Trust | $218K | 3.8% |
